Cassady Schiller Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,053 shares of CGXU stock, worth $53,234. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,053
Previous 2,053
-0.0%
Holding current value
$53,234
Previous $55,000
9.09%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
265Shares Held
100MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC9.18MShares$238 Million0.75% of portfolio
-
Northwestern Mutual Wealth Management CO6.73MShares$174 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.75MShares$149 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.36MShares$113 Million0.04% of portfolio
-
Ubs Group Ag4.3MShares$112 Million0.03% of portfolio